央视新闻报道，部分重点网络视听平台公布“AI魔改”视频专项治理9月处置情况，共清理违规视频近13000条、处置违规账号30余个。报道称优秀二创基于对原著的了解与喜爱，关键在“魔”，消解经典也伤文化根本。广电总局督导平台重点清理基于四大名著、历史题材、革命题材、英模人物等经典影视作品进行AI魔改的违规视频，并同步清理邪典动画；自2026年2月1日起该治理通过常态化、制度化长效机制持续开展。
#政策/监管#视频#现象/趋势
英国宣布出资1亿英镑（折合1.34亿美元）建设AI生物安全实验室，由OpenAI、Anthropic以及谷歌DeepMind提供支持，实验室将借助人工智能识别、监测生物威胁。OpenAI与Anthropic将提供最高2亿英镑额度的AI模型算力，实验室还将与谷歌DeepMind及生命科学企业BasecampResearch合作。此次公告同时包含追加拨款，向AI安全研究所增投1.2亿英镑，并拨付2300万英镑筹建AI经济研究所。
#政策/监管#安全/对齐#OpenAI
OpenAI 将把其 AI 模型和 Codex 编码智能体接入 Google Cloud，企业客户可通过 Model Garden 访问，并用现有云支出承诺在 Google Cloud Marketplace 购买，预计未来几周正式可用。这些模型将运行在 Google 的访问控制、数据治理和基础设施之下，客户提示词、上下文和输出保留在指定数据边界内且不用于训练基础模型，零数据保留选项预计稍后推出。双方还计划让 OpenAI 模型接入 Google 的智能体开发平台 Antigravity 和 Gemini Agent；Microsoft 仍是 OpenAI 的主要云合作伙伴，但双方 4 月修订协议后允许 OpenAI 在其他云厂商提供产品。
#行业动态#OpenAI#Google
由 OpenAI、Meta 等公司前高管联合创办的 Warp Sciences 完成 2.15 亿美元融资，将在美国建设化学研究设施，用 AI 和机器人帮助药企与生物技术公司开发药物。公司以化学合同研究组织（CRO）形式运营，初期聚焦通过类似物合成进行先导化合物优化，并由化学家指导实验、用实验数据训练 AI 模型。本轮由 Lightspeed 领投，Premji Invest、Mayfield、IVP、Lux、Conviction、Menlo Ventures、01 Advisors 等参投，天使投资人包括 Brian Armstrong、Ion Stoica 和 Dylan Field。
#行业动态#数据/训练
Meta 在 10 月 21 日发布的第三季度财报中预计，2026 年资本开支为 1350 亿至 1450 亿美元，用于继续投入 AI 基础设施和新产品开发。公司称 AI 投入已通过更强的用户互动、更好的推荐和更高效的变现带来广告增量收入，并预计这些投入和新产品发布将支撑 2027 年收入增长。第三季度营收 646 亿美元，同比增长 26%，其中广告收入 630.6 亿美元；当季总成本和支出 516.1 亿美元，同比增长 68%，包含与 52 位美国州检察长就青少年心理健康与社交媒体诉讼达成和解相关的 98.9 亿美元费用。
#行业动态#数据/训练#Meta
安全公司 Calif 与 Wiz 借助 OpenAI GPT-5.6 Sol 及 Google、OpenAI 的模型，在 PHP 核心中发现两个严重漏洞，被归为 PHP2Shell，严重性评分 9.2，影响可追溯至 PHP 5.4 的版本。PHP 项目于 10 月 21 日发布修复版本，NSA 及多国机构要求打补丁或下线受影响系统。Cloudflare CEO Matthew Prince 称公开披露前 10 小时已检测到数千次利用尝试，公告后 45 分钟升至数万次，2 小时内达数十万次，目前已有数百万次。
#安全/对齐#OpenAI#Google
国内首部获得国家电影局公映许可证的AI超写实院线电影《三星堆：未来往事》于10月23日上映，首日票房30.15万元，累计综合票房40.1万元，灯塔专业版预测总票房207.8万元。影片时长100分钟，由生数科技Vidu提供首席技术支持，博纳影视集团AIGMS团队按电影工业流程完成创意判断，团队称制作成本较同等体量传统实拍科幻片降低近90%。观众评价画质与真人感较强，但角色台词仍有棒读感。
#行业动态#视频#多模态
10月23日，国内首部获得国家电影局公映许可证的AI全流程院线长片《三星堆：未来往事》正式上映，上映两天累计票房40.2万元。该片为科幻动画电影，历时两年技术攻关，累计生成120余万张底图，经过上百次全片迭代，全片角色均为原创数字形象，并加注AI创作提示。总制片人蒋德富表示，以往造价几百万元的大场面镜头如今依靠AI技术就能落地，已启动另一个AI影片项目《计划外：广寒行动》。
#行业动态#视频
IDC 报告显示，2026 年上半年中国数据中心 AI 加速器市场中，英伟达份额降至 34%，华为以 28% 的份额位居第二，出货量 57.2 万颗，接近去年同期两倍。上半年中国 AI 加速器总出货量约 200.8 万颗，其中非 GPU 加速器出货 101.6 万颗、同比增长近 80%，首次超过 GPU 的 99.1 万颗。报告指出，市场竞争焦点正从单颗芯片性能转向芯片在大型集群中的系统整体能力。
#行业动态#数据/训练#部署/工程
Over the past several months, we have substantially hardened the security of our research training environment. We’ve removed live internet access for all frontier models during training and built an offline world for them to use instead—a cached version of the web where they can still learn to browse, search, and use applications. On September 20, after a model exploited a DNS misconfiguration to find a way outside of this offline world, we paused frontier training to strengthen containment further. We assembled teams of agents, powered by our most cyber-capable models, and tasked them with finding weaknesses in our research environments. While they found no route to the internet they could easily exploit while concealing their activity from our monitors, they did find zero-day vulnerabilities, virtual machine escapes, and hardware side-channels for communication between agents. We used their discoveries to further strengthen our defenses and contribute fixes to open-source software. After strengthening our containment architecture, we resumed our frontier RL training and inference on October 1. We’ve reserved substantial compute for continuous red-teaming, and made high-compute red-teaming part of the safety cases we use to decide whether frontier training and evaluation can proceed securely. https://t.co/EmEZsFRMcF
#行业动态#安全/对齐#OpenAI
#安全/对齐#OpenAI#Agent
Over the past several months, we have substantially hardened the security of our research training environment. We’ve removed live internet access for all frontier models during training and built an offline world for them to use instead—a cached version of the web where they can still learn to browse, search, and use applications. On September 20, after a model exploited a DNS misconfiguration to find a way outside of this offline world, we paused frontier training to strengthen containment further. We assembled teams of agents, powered by our most cyber-capable models, and tasked them with finding weaknesses in our research environments. While they found no route to the internet they could easily exploit while concealing their activity from our monitors, they did find zero-day vulnerabilities, virtual machine escapes, and hardware side-channels for communication between agents. We used their discoveries to further strengthen our defenses and contribute fixes to open-source software. After strengthening our containment architecture, we resumed our frontier RL training and inference on October 1. We’ve reserved substantial compute for continuous red-teaming, and made high-compute red-teaming part of the safety cases we use to decide whether frontier training and evaluation can proceed securely. https://t.co/EmEZsFRMcF
#安全/对齐#开源生态#OpenAI
Over the past several months, we have substantially hardened the security of our research training environment. We’ve removed live internet access for all frontier models during training and built an offline world for them to use instead—a cached version of the web where they can still learn to browse, search, and use applications. On September 20, after a model exploited a DNS misconfiguration to find a way outside of this offline world, we paused frontier training to strengthen containment further. We assembled teams of agents, powered by our most cyber-capable models, and tasked them with finding weaknesses in our research environments. While they found no route to the internet they could easily exploit while concealing their activity from our monitors, they did find zero-day vulnerabilities, virtual machine escapes, and hardware side-channels for communication between agents. We used their discoveries to further strengthen our defenses and contribute fixes to open-source software. After strengthening our containment architecture, we resumed our frontier RL training and inference on October 1. We’ve reserved substantial compute for continuous red-teaming, and made high-compute red-teaming part of the safety cases we use to decide whether frontier training and evaluation can proceed securely. https://t.co/EmEZsFRMcF
#安全/对齐#Agent#OpenAI
During this red-teaming exercise, we also found a vulnerability that allows for unauthenticated remote code execution in Brotli, a widely-deployed compression library included in many pieces of software such as Node.js, Bun, and Envoy. The flaw could let an attacker run their own code on affected systems by sending or replying with malicious compressed data, without any need to create a user account. That is, an unpatched server that accepts compressed input could be taken over by a malicious client, and an unpatched client that accepts compressed input (such as “curl --compressed”) could be taken over by a malicious server. This root cause issue was actually fixed in the Brotli source code in February, but it wasn’t known at the time that it gave rise to a security vulnerability and there was no more recent release of Brotli. Since Brotli is built into other software, any software which includes this library needs to take the update too, followed by the users of that software. We disclosed the vulnerability to Brotli and other downstream projects such as Node.js, which released or are currently releasing security updates, and Brotli cut new release versions and published a CVE. More details on the patch and mitigations below: https://t.co/Y1Y72aHxrW
#安全/对齐#开源生态#OpenAI
Sundar Pichai on Gemini 4 and the AI compute crunch Even Google can’t get enough compute. I sit down with Google and Alphabet CEO @sundarpichai shortly after the wider release of Gemini 4 Argon to discuss its early reception, where he still wants the model to improve, and what it takes to keep Google at the frontier of AI. Pichai explains the recent leadership shakeup at Google DeepMind and why building frontier models has become an “all-consuming” job. We also get into Google’s answer to the personal agent race, how he predicts Gemini will do more work on your behalf, and whether agents will finally bring Search, Gmail, and Gemini together. I ask him about Google turning free cash flow negative, the risks in the AI infrastructure buildout, and how he plans for demand years before knowing what the models will be capable of. He explains the signals giving him confidence to keep spending and how he uses AI agents to follow model development and compute usage inside Google. Timestamps: 00:00 Gemini Argon launch reception 01:49 Model access and safety 06:20 The AI model race 08:35 Agentic breakthroughs and 2027 11:34 Recursive self-improvement 15:41 DeepMind leadership changes 19:52 Google's AI compute investments 25:20 Is AI spending sustainable? 33:18 How Sundar uses AI agents 35:35 Gemini's personal agent plans 38:37 How AI agents change the web 43:52 Google's space data centers 47:38 Waymo's expansion strategy 50:26 Wing's drone delivery plans 51:36 AI safety and regulation 55:58 Google's quantum computing bet YouTube: https://t.co/1Cc25LitmB Spotify: https://t.co/XnD4pEEsh8 Substack: https://t.co/0SrnNGKqlm Apple Podcasts: https://t.co/8UKvyXTlFF This episode's presenting sponsor is @hyperagentapp. Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury.
#大佬观点#DeepMind#Google
Day 4 of open sourcing parts of our harness. Today we made significant improvements to our workflow DSL. We are using it in our self-improving loop - turning agentic loops into more deterministic recipes. With these improvements (a lot of @typesafe's Jev in routing, classification, and workflow composition), we have been able to reduce the cost of agents significantly without sacrificing performance. I meant to open source the learning loop as well, but removing the business logic from @grepdotai still needs work. Enjoy the demo tho : )
#大佬观点#开源生态#行业动态
It’s a bloodbath in Bay Area. Thousands of layoffs, more to come. Met a founder this morning who mentioned his AI tech is laying off 2000 call center workers. Not sure if society is ready for such upheaval. Gut wrenching
#行业动态
#行业动态#部署/工程#OpenAI
#安全/对齐#Agent#OpenAI
OpenAI 计划在 IPO 前再完成一轮至多 300 亿美元融资，投前目标估值 1.25 万亿美元，较 9 月披露的约 1.4 万亿美元下调 1500 亿美元，本轮由 Coatue 与阿联酋投资方联合领投。OpenAI 同时与阿联酋方面商讨商业协议以获取更多当地算力资源，融资与算力合作可能同步推进。目前具体条款仍在协商，最终规模和估值均可能变化，OpenAI 尚未置评。
#行业动态#OpenAI#Anthropic